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Covering your assets: How to keep what you've got
Rolling Hills Country Club, 1 Chandler Ranch Rd,. Rolling Hills, CA
Covering your assets: How to keep what you’ve got
Congratulations! You have achieved the "American Dream." You've managed through sheer will, hard work, intelligence, and perseverance to accumulate significant net worth. However, there is increasingly a gathering storm of forces working to compromise personal wealth. It is causing many people to wonder, "Will I be OK?" "Will my family be OK?" "Will my business survive to be sold or passed down later on?"
At this presentation, you will learn:
· Examples of the myths, errors, illusions, and delusions that can trip up investors.
· How to organize an entire estate so that you can enjoy your assets during life, but pass them on as you wish after death.
· How to defend the wealth that you have worked so hard to achieve in a world more complex and perilous than ever before.
City National 2019: Economic & Investment Forum
The Beverly Hilton, 9876 Wilshire Blvd., Beverly Hills, CA
A Global Economic and Financial Outlook:
Please join us for our annual Economic & Investment Forum featuring a keynote discussion between:
Russell Goldsmith, Chairman and CEO, City National Bank; Chairman, RBC W.S. Wealth Management
Janet L. Yellen, Chair, Board of Governors, Federal Reserve System (2014-2018)
They will explore a range of topics including interest rates, monetary policy, the direction of the economy for the year ahead, and its impact on capital markets. We're also pleased to introduce two expert panels to this year's forum. The panelists will analyze current financial markets and key investment strategies for 2019.
- Breakfast and Registration - 8:00 a.m.
- Program - 8:30 a.m. - 10:30 a.m.
- Featuring keynote discussion and moderated panels
- RSVP by January 23
- Hosted self and valet parking; Continuing education credit offered*
- Seating is limited - Business attire - Invitation is non-transferable
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